Sara Sell has found her calling in helping individuals, families and business owners gain peace of mind in their financial choices.
Having graduated from Winona State with a degree in marketing, Sara worked in technology sales for over two years before she realized something felt like it was missing. She had always loved personal finance, math and interacting with other people. Technology sales wasn’t quite hitting on what she felt passionate about.
Financial planning proved to be that passion. Sara started at Wipfli Financial as an associate advisor in 2017 and began studying to achieve the Certified Financial Planner™ certification. After gaining her CFP® certification, she was promoted to Financial Advisor and is putting all her passion into making a lasting impact on her clients’ lives.
What she loves most is collaborating with clients. In striving to provide the best client experience possible, she goes above and beyond to meet their needs, including taking complicated or challenging concepts and breaking them down so that her clients can make informed financial decisions for their future. She prides herself on providing a seamless and positive experience with finances.
Sara also works closely with her clients’ CPAs, attorneys and other trusted professional advisers to help ensure their investment strategies are sound and diversified, and that their financial plan is well-constructed and reflective of their long-term goals. She is committed to being her clients’ reliable and trusted contact who can help them navigate financial milestones and any changes that life may bring. No matter what she’s working on, her focus is always to put the client first.
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